The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
#geopoliticaltensions
Does force majeure still apply when sanctions make performance illegal?
The rise of sanctions is testing force majeure clauses, with outcomes hinging on drafting precision and legal context.
Global economic outlook hangs in the balance amidst geopolitical uncertainty
Momentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
